Planner / trackerWellness Planner
Printed or PDF
Financial Wellness Planner 2027
Monthly plans, goals and a habit tracker in one place.
Pairs with: Employee Financial Wellness
₹[PRICE]
WENA Store · Do it yourself
Prefer expert help? Find a partner
Tools to put your learning into practice.
Every product is matched to a WENA program — so your people leave a session with exactly what they need to start.
Matched to programsevery tool pairs with a session
Instant downloadfor digital tools
Ships across Indiafor physical products
Bulk pricing & GST invoicefor organizations
Featured · By WENA’s founder
Start Small, Grow Big
Fintara’s Financial Journey – a story-led, step-by-step guide to building your financial wellness. Pairs with every WENA program.
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Planner / trackerExpense Tracker
Excel + Google Sheets
Monthly Expense Tracker
Auto-totals by category with a monthly summary.
Pairs with: Employee Financial Wellness
₹[PRICE]
Planner / trackerFirst Salary Planner
Printable PDF + Sheets
First Salary Planner
Split your first salary into needs, savings, insurance and goals.
Pairs with: Student Financial Wellness
₹[PRICE]
Planner / trackerGoal Trackers
Printable PDF
Goal Tracker Set
Emergency fund, home, education and retirement trackers.
Pairs with: Individuals & Families
₹[PRICE]
Planner / trackerCash-flow Tracker
Excel + Google Sheets
Business Cash-flow Tracker
Separate business and personal finances with a simple monthly view.
Pairs with: Business Owner Financial Wellness
₹[PRICE]
Planner / trackerRetirement Planner
Excel + Google Sheets
Retirement Income Planner
Map savings, pension and expenses into a steady monthly income.
Pairs with: Retiree Financial Wellness
₹[PRICE]
Planner / trackerBudget Diary
Printed · Hindi & English
Household Budget Diary
A simple daily and monthly diary for household income and savings.
Pairs with: Community Financial Wellness
₹[PRICE]
Checklist / guideTax Checklist
Printable PDF
Tax Season Checklist
Documents, deductions and deadlines, step by step.
Pairs with: Employee Financial Wellness
₹[PRICE]
Checklist / guideInsurance Checklist
Printable PDF
Insurance Review Checklist
Check your term, health and asset cover in 15 minutes.
Pairs with: Individuals & Families
₹[PRICE]
Checklist / guideFraud Safety
Printable PDF
Fraud Safety Checklist
Spot UPI, loan-app and investment scams — and know what to do if targeted.
Pairs with: Retiree Financial Wellness
₹[PRICE]
Checklist / guideSchemes Guide
Printable PDF · Hindi & English
Government Schemes Guide
Savings, insurance and pension schemes explained simply.
Pairs with: Community Financial Wellness
₹[PRICE]
DocumentsFamily File
Fillable template
Family Financial File
Accounts, policies, nominees and key contacts in one file.
Pairs with: Retiree Financial Wellness
₹[PRICE]
DocumentsDocument Organizer
Printed folder
Household Document Organizer
Sections for property papers, policies, wills and IDs.
Pairs with: Retiree Financial Wellness
₹[PRICE]
Family & kidsSave · Spend · Share
Ages 5–12
Save–Spend–Share Jar Set
Three jars and a parent guide to build early saving habits.
Pairs with: Individuals & Families
₹[PRICE]
Family & kidsActivity Workbook
Printed or PDF · Ages 6–12
Kids’ Saving Adventures Workbook
Stories and activities about saving and smart choices.
Pairs with: Individuals & Families
₹[PRICE]
Family & kidsCard Game
2–6 players
Family Financial Literacy Card Game
Budgeting and smart financial choices through play.
Pairs with: Community Financial Wellness
₹[PRICE]
Gift kitEmployee Kit
Corporate · Bulk pricing
Employee Financial Wellness Kit
Wellness Planner, Tax Checklist, Expense Tracker and a WENA session voucher.
Pairs with: Employee Financial Wellness
Bulk quoteGet quote
Gift kitStudent Kit
Colleges · Bulk pricing
Student Starter Kit
First Salary Planner, Fraud Safety Checklist and Expense Tracker.
Pairs with: Student Financial Wellness
Bulk quoteGet quote
Gift kitRetiree Kit
Gift box
Retirement Ready Kit
Retirement Income Planner, Family Financial File and Fraud Safety Checklist.
Pairs with: Retiree Financial Wellness
₹[PRICE]
Gift kitCommunity Kit
For NGOs & SHGs · Bulk pricing
Community Savings Starter Kit
Savings pouch, Household Budget Diary and Government Schemes Guide.
Pairs with: Community Financial Wellness
Bulk quoteGet quote
Corporate gifting
Gift financial wellness this Diwali — and all year.
Co-branded kits for employees, new joiners and students, with an optional WENA session.
Request a bulk quote
Do it with an expert
Not a DIY person? We’ll connect you to an expert.
Vetted financial experts for tax, investment planning, insurance, wills, government schemes and business finance.
Find an implementation partnerWENA products are practical financial wellness tools for education and planning. WENA does not sell investment, insurance or loan products.